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Maintaining Manufacturing data

Within Manufacturing, you can:

Update operation details

Note: You cannot update operationsThe labour, machine and tool processes required to manufacture an item. if you are using version control.

About update operation details

Use this option to update BOMA stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. operation details automatically, with operation details from the Operations Register.

Note: Whilst this option is in use, you and other Sage 200 users cannot use any other option in Bill of Materials, Labour Register, Machine Register, Tool Register and Operations Register.

Outcomes

If version control is in use, a new BOM will be created.

Note: If you have selected Allow Active BOMs to be amended in the BOM Settings General tab, and details are being updated in active BOMs, a new BOM is not created. The details in the active BOM will be updated.

Open: Manufacturing System Manager > Operations Register > Utilities > Maintenance > Update Operation Details.

  1. Select the operations you want to use to update the BOM operations.
  2. Select the properties you want to update in the BOM operations.

    3. You can update overlap/shrinkage details, runtime defaults, delay details, notes, resources and subcontract details.

  3. Select Update manually amended operations if you want to overwrite BOM operation details that have been amended manually.
  4. Click OK to display the Enter Bills of Materials window.
    • Select the BOMs you want to update.
    • Click OK to update the BOM operation details for the selected BOMs.
Update operation rates

Note: You cannot update operationsThe labour, machine and tool processes required to manufacture an item. if you are using version control.

About updating operation rates

You can update cost rates on resources, operations and BOMA stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. operations, based on the current cost rates defined on resource groups, resources or operation records. If you choose to update BOM operations, you are prompted to select the relevant BOM records to update.

You can choose the source and target record types for the update. Target record cost rates are only updated when there is a direct association with the source record type.

For example, if you are updating operations or BOM operations from a resource group, updates are only made on operations and BOM operations, if the operation Resource Type is the same resource group.

This can be illustrated as follows.

Source

Selection

Target

What is updated

Select Resource Group as the Source Record Type.

Select Labour Register as the Record Type.

Select Resources as the Target Record Type.

All labour resources in the labour resource group are updated with the cost rates in the labour resource group.

Select Resource Group as the Source Record Type.

Select Labour Register as the Record Type.

Select Operations Register as the Target Record Type.

Operations are only updated if the operation Resource Type is Labour Resource Group.

Note: Although labour resources have been updated with the rates from the resource group, any labour resources on the operation are not updated at this stage.

Select Resource Group as the Source Record Type.

Select Labour Register as the Record Type.

Select Bill of Materials Operations as the Target Record Type.

BOM operations are only updated if the BOM operation Resource Type is Labour Resource Group.

Note: Although labour resources have been updated with the rates from the resource group, any labour resources on the operation are not updated at this stage.

If you want to update resources on the operations and BOM operations, you must update the operation values directly from the resource values, as follows:

Source

Selection

Target

What is updated

Select Resource as the Source Record Type.

Select Labour Register as the Record Type.

 Select Operations Register as the Target Record Type. All operations in the operations register where the operation Resource Type is Labour Resource.

Select Resource as the Source Record Type.

Select Labour Register as the Record Type.

 Select Bill of Materials Operations as the Target Record Type. All BOM operations where the BOM operation Resource Type is Labour Resource.

Whilst this option is in use, you and other Sage 200 users cannot use any other option in Bill of Materials, Labour Register, Machine Register, Tool Register and Operations Register.

Note: If you are updating BOM operations, we recommend that you recost your BOMs.

Outcomes

If you are updating BOM operations, and version control is in use, a new BOM will be created.

Note: If you have selected Allow Active BOMs to be amended in the BOM Settings General tab, and rates are being updated in active BOMs, a new BOM is not created. The rates in the active BOM will be updated.

Open: Manufacturing System Manager > Operations Register > Utilities > Maintenance > Update Operation Rates.

  1. Select the Source Record Type.

    This can be Resource Group, Resource or Operations Register.

  2. Select one of the record types from the list.

    Source Record Type Source record types displayed

    Resource Group

    Labour Resource Groups

    Machine Resource Groups

    Tool Resource Groups

    Note: If you are updating from tool resource groups, the quantity is also updated from the tool resource group.

    Resource

    Labour Resources

    Machine Resources

    Tool Resources

    Operations Register

    Operations

  3. Select one of the Target Records from the list.

    Source Record Type Target record types displayed

    Resource Group

    Resources

    Operations Register

    Bill of Materials Operations

    Resource

    Operations Register

    Bill of Materials Operations

    Operations Register

    Bill of Materials Operations

    Note: If Operations Register is your source record type, you do not need to select a target record type as the target can only be the Bill of Materials Operations.

  4. Select Update manually amended rates (Operations Register and Bill of Materials Operations only). if you want to overwrite any rates that have been amended manually.

    Note: You can only select this if Operations Register or Bill of Materials Operations are selected as a target record type.

  5. Click OK.

  6. If you selected to update Bill of Material Operations, the Enter Bills of Materials window appears.

    • Select the BOMs that you want to update.
    • Click OK to update the selected BOM operations.

    Note: We recommend that you recost your BOMs.

Update employees

You can change the hourly rates attached to all of your labour categories or to a specific labour categoryUsed to group employees according to their function or skill within the production process. For example, apprentices, fitters or supervisors. This grouping can be used when entering timesheet information or in the Operation Times module..

The changes do not apply to existing estimatesForecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches..

Open: Estimating > Utilities > Maintenance > Update Employees.

  1. Enter the Percentage you require to increase or decrease the rate.
  2. Select the employees to apply the rate change to:
    • To apply the rate change to all employees, select All Employees.
    • To apply the rate change to a specific category, clear All Employees and select the Category from the drop-down list.
  3. To complete the changes, click OK.
  4. Confirm the change when prompted.
Update labour categories

Use this option to can change hourly rates in all labour categories at once. The changes do not apply to existing estimatesForecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches..

If you only want to change rates for certain employee categories, use Update Employees instead.

Open: Estimating > Utilities > Maintenance > Update Labour Categories.

  1. Enter the Percentage you require to increase or decrease the rate.
  2. To complete the changes, click OK.
  3. Confirm the change when prompted.
Update stage templates

Open: Manufacturing System Manager > Stage Templates > Utilities > Maintenance > Update Stage Templates.

  1. Select the check boxes for the options you want to update.
  2. Select the Stage Templates tab and select the Stage Templates to update.
  3. To perform the selected updates, click OK.
Update machine resource details

You can update machine resource details with the details currently held on the resource group. Whilst this option is in use, no other option in the Machine Register can be used.

Note: Following this, you may also want to update operations with resource changes. You can do this by updating operation details and operation rates.

Open: Manufacturing System Manager > Machine Register > Utilities > Maintenance > Update Machine Resource Details.

  1. Select the resource groups that you want to use to update the resource details.
  2. Select the properties that you want to update in the resources.
  3. Click OK.
Update tool resource details

You can update tool resource details with the details currently held on the resource group. Whilst this option is in use, no other option in the Tool Register can be used.

Note: Following this, you may also want to update operations with resource changes. You can do this by updating operation details and operation rates.

Open: Manufacturing System Manager > Tool Register > Utilities > Maintenance > Update Tool Resource Details.

  1. Select the resource groups that you want to use to update the resource details.
  2. Select the properties that you want to update in the resources.
  3. Click OK.
Update labour resource details

You can update labour resource details with the details currently held on the resource group. Whilst this option is in use, no other option in the Labour Register can be used.

Note: Following this, you may also want to update operations with resource changes. You can do this by updating operation details and operation rates.

Open: Manufacturing System Manager > Labour Register > Utilities > Maintenance > Update Labour Resource Details.

  1. Select the resource groups that you want to use to update the resource details.
  2. Select the properties that you want to update in the resources.
  3. Click OK.
Replace components in works orders

You can replace components in many works orders at the same time, using the Replace Component option.

Open: Works Orders > Utilities > Maintenance > Replace Component.

  1. In the Replace area, select the Product Code for the item you want to be replaced from the drop-down list.

    2. The Description appears automatically.

  2. In the With area, select the Product Code for the item to use as a replacement from the drop-down list.

    3. The Description appears automatically.

    Note: The replacement item must support the same unit of measure as the original item. Even if it does, it may not be a suitable alternative item. In this case, you must confirm the replacement when you click OK.

  3. Confirm the replacement when prompted.

    4. Manufacturing finds all works orders which contain the part to be replaced and substitutes the new item.

Note: Use the Bill of Materials Replace Components option to replace components in BOMs.

See also

Reference

Introducing version control

General (BOM settings)

Costing BOMs

Replace components

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